Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-40,565
Closed -$396K 37
2024
Q2
$396K Sell
40,565
-72,435
-64% -$706K 0.27% 5
2024
Q1
$1.26M Buy
+113,000
New +$1.26M 0.73% 2